Trusts as a beneficiaries explained

Pension Technical Manager Jessica List outlines reasons why naming a trust as a beneficiary can lead to good outcomes in the right circumstances. Read more in Retirement Planner.

Five years of pension freedoms

Group CEO Will Self discusses ‘Five years of pension freedoms’. Read the full article on page 11 in May’s The Business Post – South West Edition.

LTA protection and PCLS entitlement

Pension Technical Manager Jessica List considers the often complex rules and conditions applying to the pension commencement lump sum. Read more in Professional Paraplanner.

PCLS after age 75

Pension Technical Manager Jessica List uses a case study to help solve potential age 75 headaches around pension commencement lump sums and the lifetime allowance. Read more in New Model Adviser

2019 full year results

Curtis Banks is pleased to announce its full year financial results this morning. The results put the company in a strong financial position, with acquisitions a key opportunity, but the current Covid-19 outbreak has created uncertainty as to the outlook for the remainder of the financial year. We’re focused on our staff wellbeing and providing … Continued

Benefit crystallisation events summary

Pension Technical Manager Jessica List explains what the current 13 benefit crystallisation events are and how they apply. Read the overview of BCEs in Professional Paraplanner.  

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